13F Filings History of Financially Speaking Inc

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$154,563,833
Signature - Title
Philip H Luccock - President
Location
Greenwood Village, CO
Summary
This page shows a list of all the recent 13F filings made by Financially Speaking Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Financially Speaking Inc reported 165 stock holdings with total value $154,563,833 as of Q4 2025. Top holdings included RSP, SPY, SCHWAB TREASURY OBLIG MONEY INV, FLDR, and ICON FLEXIBLE BD FD INV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 165 $154,563,833 +$83,127,162 -$82,863,413 +$263,749 RSP, SPY, SCHWAB TREASURY OBLIG MONEY INV, FLDR, ICON FLEXIBLE BD FD INV 13F-HR 10 Feb 2026, 12:51
Q3 2025 167 $152,241,705 +$66,652,049 -$71,794,982 -$5,142,933 SCHWAB TREASURY OBLIG MONEY INV, JTEK, ICON FLEXIBLE BD FD INV, XLK, SPMO 13F-HR 06 Nov 2025, 14:47
Q2 2025 161 $151,976,456 +$69,006,331 -$56,713,194 +$12,293,137 SCHWAB TREASURY OBLIG MONEY INV, JTEK, ICON FLEXIBLE BD FD INV, FLDR, JPST 13F-HR 07 Aug 2025, 11:56
Q1 2025 77 $135,578,785 +$76,526,648 -$87,757,228 -$11,230,580 SCHWAB TREASURY OBLIG MONEY INV, ICON FLEXIBLE BD FD INV, NYLI MACKAY SHORT DURATION HIGH INC CL A, RNMBY, BRKB 13F-HR 07 May 2025, 16:24
Q4 2024 178 $147,222,482 $0 $0 $0 JEPQ, ICON FLEXIBLE BD FD INV, SCHG, LCTU, XLK 13F-HR 11 Feb 2025, 12:09